CGJIX Mutual Fund
CGJIX Mutual Fund
NAV$83.19
TER0.24%
Holdings563
See how much of CGJIX you already own
CGJIX Mutual Fund
NAV$83.19
Calvert US Large Cap Growth Responsible Index Fund Class I
TER0.24%
Holdings563
See how much of CGJIX you already own
CGJIX Mutual Fund Overlap Analysis
CGJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 563 holdings, CGJIX may share significant positions with broad-market funds.
CGJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGJIX tax-loss harvesting finds highly correlated but non-identical funds.